Bromley Clackett Limited is the first firm of accountants in West Sussex to be licensed by the Institute of Chartered Accountants in England & Wales to carry out the reserved legal activity of non-contentious probate.
The executors or administrators (if there is no will) are responsible for dealing with the administration of an estate which can be an additional and stressful burden to bear particularly at a time of grief.
We can assist you with all aspects of the grant of probate and estate administration from the initial grant of probate/letter of administration to the final distribution of estate funds.
- Advice in respect of the valuation of the estate of the deceased, reviewing the legal position of the estate in terms of the will/intestacy provisions
- Advising on tax planning opportunities in respect of the potential variation of the will
- Preparing the papers and obtaining the grant including probate forms for personal applicants, IHT forms as appropriate and preparation of oaths
- Administering the estate including realising the value of assets, settling debts, finalising tax liabilities, paying legacies, transfers to residuary beneficiaries and preparation of estate accounts
If you would like more information please contact either Stuart Bromley, Lee Clackett or Karen Livesley on 01243 862400.
Details of the firm’s registration can be viewed at icaew.com/probate.
Conveyancing, wills, and lasting powers of attorney
These services will be provided by Bromley Clackett Livesley LLP. See: www.bcllaw.org.uk